Sales Coordinator

Sun Life

Sales Coordinator managing prospect and sold case activities while supporting Account Managers, aiming for client satisfaction and growth. Collaborating with multiple internal and external partners and ensuring efficient information flow.

Posted 5/23/2026full-timeWellesley Hills • Connecticut, Maryland, Massachusetts, Montana • 🇺🇸 United StatesJunior💰 $55,700 - $75,200 per yearWebsite

About the role

Key responsibilities & impact

The Sales Coordinator (SC) works directly with the Stop Loss Specialists (SLSs), Account Managers (AM) and Sr. Account Managers (Sr. AM), and to coordinate the completion of prospect and sold case activities
The SC is required to ensure the efficient flow of information by communicating effectively with internal and external partners including SLSs, AMs, Sr. AMs, Third Party Administrators (TPAs), Brokers, and Clients
This will include but is not limited to prospect activity, reporting, system updates, questionnaires, sending proposals, broker updates, and confirming plan documents
This role supports the Account Managers and Sr. Account Managers in the primary day-to-day needs for internal and external clients and contributes to client satisfaction, retention, and growth
Partners with SC team to build and maintain effective working relationships with SLSs, AMs, Sr. AMs, Underwriters, Premium Specialists, as well as external partners
Provides support to AMs/Sr. AMs, resulting in a proactive account management approach, through the development of strong relationships and industry knowledge
Communicate regularly with internal partners to ensure that client needs and expectations are consistently met or exceeded
Adopting even responsibility amongst tasks, pulls work alongside CS team members and completes tasks in a timely manner
Offers support on items including but not limited to prospect activity, reporting, system updates, questionnaires, sending proposals, broker updates, and confirming plan documents
Completes tasks within standard turn-around time and if there is a delay, communicate in a timely manner with the client
Actively participates in the development of SC teams processes and tasks, while providing suggestions on how to make processes more efficient, leveraging our CI Tools
Continues education on new processes, products, and offerings
Mentor new hires within this role.

Requirements

What you’ll need

A bachelor’s degree and or a minimum of one year of client/customer support, preferably in an account services capacity
Exceptional verbal, written, and interpersonal communication skills and strong relationship-building skills
Excellent organizational and prioritization skills, follow-through, and the ability to manage multiple tasks simultaneously, while maintaining a high level of professionalism and responsiveness
Ability to work effectively in a fast paced and transaction-oriented environment
Must be able to demonstrate flexibility and adaptability in support of the team’s work efforts during peak periods
Demonstrated ability to work autonomously and as part of a cohesive team
Knowledge of insurance industry, distribution, and customer service preferred
Proficiency using the Microsoft Office suite of products with good technical knowledge of Excel
Experience using different tools simultaneously

Benefits

Comp & perks

generous vacation and sick time
market-leading paid family, parental and adoption leave
medical coverage
company paid life and AD&D insurance
disability programs
partially paid sabbatical program
401(k) employer match
stock purchase options
employer-funded retirement account
flexible, inclusive and collaborative work environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer supportaccount servicesreportingsystem updatesquestionnairesproposal writingclient managementorganizational skillsprioritizationMicrosoft Excel

Soft Skills

verbal communicationwritten communicationinterpersonal skillsrelationship-buildingorganizational skillsresponsivenessflexibilityadaptabilityteamworkautonomy

Certifications

bachelor's degree